Biogas: the economics?
…the costs of offshore hydrocarbons, or around $2,500/kW-th, which again is around 2x higher than the per kW-e costs of solar or onshore wind. Biogas production facilities need to earn…
Decarbonize Heat?
…renewables is not economical. The numbers and the challenges are outlined on pages 7-9. Solar rooftop heaters can also be cost-competitive in certain contexts, but not in our base case…
Nuclear Power Project Economics
…percentage terms. Levelized costs also have limitations as a metric. Economics can be compared with coal, gas, hydrogen, wind or solar. Further nuclear details are in our recent nuclear research….
Energy transition technologies: the pace of progress?
…CAGRs of 22% and 53% respectively. Wind and solar remain heavily researched, but the technologies are maturing, with patent activity -36% and -76% from peak, respectively. The steepest deceleration of…
Energy transition technologies: the pace of progress?
…technologies are accelerating fastest. Wind and solar remain heavily researched, but the technologies are maturing. The steepest deceleration of interest has been in fuel cells and biofuels. It remains interesting…
Backstopping renewables: cold storage beats battery storage?
Phase change materials could be a game-changer for energy storage. They absorb (and release) coldness when they freeze (and melt). They can earn double digit IRRs unlocking c20% efficiency gains…
Great white whales: what happened to whale oil prices?
…sharply if future oil supply falls faster than future oil demand. Side-products such as lubricants, plastics and jet fuel could rally if electric vehicles and wind/solar disrupt core oil and…
Global patent filings: by region, by industry, over time?
…into the pace of technology development in sectors such as solar, nuclear, mining and polymers. Patent filings by major sector in the US China and Japan The full data-file breaks…
Tesla: where’s the IP?
…digital features (chart above). Patent filings since 2019 have focused on big data/digital technologies, solar and improved batteries (including novel electrolyte systems using lithium fluorates, borates and other improved additives)….
HVDC power transmission: the economics?
HVDC costs? This model captures the economics of transporting electricity (especially from renewable sources, such as wind and solar), over vast distances, using high voltage direct current power cables (HVDCs)….